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Chevron

3,260 hedge funds and large institutions have $205B invested in Chevron in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 1,477 increasing their positions, 1,261 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,260
Holders Change
+11
Holders Change %
+0.34%
% of All Funds
51.41%
Holding in Top 10
196
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-24.9%
% of All Funds
3.09%
New
162
Increased
1,477
Reduced
1,261
Closed
120
Calls
$3.66B
Puts
$3.2B
Net Calls
+$458M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1976
Aureus Asset Management
Massachusetts
$1.07M +$157 +1 +0%
TF
1977
TLWM Financial
Texas
$1.07M +$6.45K +41 +0.6%
EGA
1978
E&G Advisors
Texas
$1.07M -$1.57K -10 -0.1%
ACM
1979
AlphaStar Capital Management
North Carolina
$1.07M +$158K +1,002 +17%
CCFP
1980
Charles Carroll Financial Partners
Massachusetts
$1.07M -$15.7K -100 -1%
AIFAIM
1981
American Institute for Advanced Investment Management
Arizona
$1.07M +$135K +860 +15%
MHR
1982
Matthew Hamilton Rosenberg
$1.07M -$1.1K -7 -0.1%
GTAM
1983
Global Trust Asset Management
Florida
$1.07M +$33K +210 +3%
SW
1984
SkyOak Wealth
Michigan
$1.07M +$9.91K +63 +0.9%
PWP
1985
Phillips Wealth Planners
Mississippi
$1.07M +$126K +799 +13%
SSWM
1986
Sheets Smith Wealth Management
North Carolina
$1.06M +$2.05K +13 +0.2%
MCC
1987
Money Concepts Capital
Florida
$1.06M -$2.33M -14,832 -69%
WC
1988
Westhampton Capital
North Carolina
$1.06M +$157 +1 +0%
FCM
1989
Fourpath Capital Management
Oklahoma
$1.05M +$246K +1,561 +31%
WKWM
1990
Walter & Keenan Wealth Management
Indiana
$1.05M +$1.42K +9 +0.1%
AFM
1991
Abbot Financial Management
Massachusetts
$1.05M -$14.5K -92 -1%
NQWM
1992
Northwest Quadrant Wealth Management
Oregon
$1.04M +$4.09K +26 +0.4%
AIM
1993
Alhambra Investment Management
Florida
$1.04M +$254K +1,615 +32%
ILI
1994
Invesco LLC (Illinois)
Illinois
$1.04M +$1.04M +6,618 New
ADIM
1995
Alpha DNA Investment Management
Maryland
$1.04M -$790K -5,018 -43%
LWA
1996
Lineweaver Wealth Advisors
Ohio
$1.04M +$25.8K +164 +3%
CA
1997
Cambridge Advisors
Nebraska
$1.04M +$12.3K +78 +1%
TWM
1998
Tanager Wealth Management
United Kingdom
$1.04M +$8.03K +51 +0.8%
JGUA
1999
John G. Ullman & Associates
New York
$1.04M +$5.67K +36 +0.5%
GFP
2000
Gryphon Financial Partners
Ohio
$1.04M -$108K -684 -9%